Both Roku and YouTube are winning in advertising; Roku, though, wants to win its negotiation with Google, and use PR to do so.
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.